Lead UHNW Wealth Advisor: Succession
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-03-12
Listing for:
Squarely LLC
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
Location: California
A financial services firm located in California seeks a highly skilled financial advisor with over 8 years of experience managing ultra-high-net-worth (UHNW) clients. The advisor will lead comprehensive planning sessions, oversee core client relationships, and contribute significantly to business development. Exceptional communication skills and expertise in financial planning along with Series 65 or CFP certification are required. A competitive compensation package with a significant pay range is offered.
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